- Mutual Funds
- HDFC Mutual Funds
- HDFC Index Sensex fund (Growth)
Scripbox recommends other funds for investment in large cap.
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Large cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
Track Record
20 Years. The fund has an Extended history for analysis and the track record is excellent.
Relative Size
3,384 Cr. Large within the category
Category View
Superior. The category has a superior investment outlook
Consistency Of Performance
Consistently Good. The fund has performed well consistently over a period of time
Scripbox Recommended Large Cap Funds
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Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 479.9408
NAV (Jun 28)
Fund Returns
Last 1Y | 1.6% |
Last 3Y | 11.2% |
Last 5Y | 12.3% |
Last 10Y | 13% |
Since Inception | 14.5% |
6 Month CAGR | -7.6% |
Scheme Information
The investment objective of the Scheme is to generate returns that are commensurate with the performance of the S&P BSE SENSEX Index,subject to tracking errors.There is no assurance that the investment objective of the Scheme will be realized.
Expense Ratio | 0.4 |
Launched (20y ago) | Jul 17, 2002 |
AUM in Crores | 3383.564 |
ISIN | INF179K01LA9 |
Lock-in | No Lock-in |
Benchmark | S&P BSE SENSEX TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Instrument | Returns | Total Corpus | Gains | Annualised % |
|---|---|---|---|---|
| Mutual Fund | 965,796 | 233,184 | 11.25% | |
| EPF | 900,761 | 168,149 | 8.50% | |
| Property | 867,662 | 135,050 | 7.00% | |
| PPF | 869,819 | 137,207 | 7.10% | |
| Bank FD | 846,471 | 113,859 | 6.00% | |
| Gold | 846,471 | 113,859 | 6.00% | |
| Savings Bank | 825,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
reliance industries ltd
14.4%hdfc bank ltd
9.6%infosys ltd
8.7%icici bank ltd
8.3%housing development finance corp ltd
6.6%Allocation by Sector
financial services
38.9%technology
18.3%energy
14.4%consumer defensive
8.1%consumer cyclical
4.7%Comparison with Equity Funds
| Fund Name | Scripbox Opinion | Fund Size | Track Record |
|---|---|---|---|
₹ 4,202 cr | |||
₹ 13,023 cr | |||
₹ 13,023 cr | |||
₹ 4,202 cr | |||
₹ 4,202 cr |
About the AMC
HDFC Asset Management Company Limited
HDFC Asset Management Company Limited manages assets worth 458,502 crores and was set up on 3 July 2000. It's current offering of mutual fund schemes includes 38 equity,111 debt and 32 hybrid funds.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
13.4% | 4.5% | ||
6.2% | 7.8% | ||
3.6% | 5.8% | ||
5.6% | 5.7% | ||
5.6% | 5.4% |
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHDFC Index Sensex fund (G) Review
HDFC Index Sensex fund (G) is a Large Cap Equity fund and has delivered an annualised return of 14.5% over a period of 19 years. The fund is managed by HDFC Asset Management Company Limited. The fund managers are Arun Agarwal, Krishan Daga.
Nav of HDFC Index Sensex fund (G) as of 6/28/2022 is ₹479.94 with the total AUM as of 6/29/2022 is ₹3383.564. With Scripbox you can compare and check the latest nav for all mutual funds in India. HDFC Index Sensex fund (G) was launched on Jul 17, 2002. The category risk of the fund is Very High Risk.
The minimum SIP amount for HDFC Index Sensex fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
HDFC Index Sensex fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE SENSEX TR INR.
HDFC Index Sensex fund (G) is rated as a 4 fund in Equity and delivered 1.6% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HDFC Index Sensex fund (G).
Frequently Asked Questions
What is HDFC Index Sensex fund (G)?
How to invest in HDFC Index Sensex fund (G)?
You can invest in HDFC Index Sensex fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of HDFC Index Sensex fund (G)?
The minimum sip amount for HDFC Index Sensex fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is HDFC Index Sensex fund (G) good to invest in?
As per Scripbox experts, HDFC Index Sensex fund (G) is a Top Ranked fund. You can investHDFC Index Sensex fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the HDFC Index Sensex fund (G)?
The expense ratio of the HDFC Index Sensex fund (G) is 0.4% for regular plan.